Private Management Group

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Trust Score 98%
Trust Score  info_outline

Private Management Group, federally registered in 1986, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 16 advisors. Private Management Group manages $2.6 billion and provides investment advisory services for 2,923 clients (1:183 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Stephen Lawrence Parker
Avg Advisor Trust Score 96
Avg Advisor Years Registered 8
Minimum Investment $250,000
Average Client Balance $885,020
Total AUM $2.6 billion
Advisor / Client Ratio 1:183
Headquarters Irvine, CA
SEC Filings Forms and Brochures    (CRD # 104707)
State(s) Registered AZ, CA, FL, GA, HI, ID, IL, LA, MA, MI, MN, NE, NV, NH, NJ, NM, NY, NC, OR, PA, TX, UT, VA, WA

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